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GOLDSTEIN CAPITAL CORP.

· CRD 126146 · IAPD ↗ · goldsteincapital.com · 212-750-7450

$279.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — GOLDSTEIN CAPITAL CORP. reported RAUM up 27% ($263.6M -> $333.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.